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CIK: 0002060492
Total reported value
$274.1M
$274.1M
280 檔
20.9%
In Q1 2025, Cloud Capital Management, LLC's U.S. equity holdings reached a combined market value of $274.1M, distributed across 280 disclosed stock positions.
During Q1 2025, Cloud Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.11% | +0.57% | — | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 9.95% | -0.29% | — | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.76% | -0.45% | — | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.70% | -0.71% | — | |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.25% | -0.18% | — | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.22% | -0.34% | — | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.19% | -0.80% | — | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 2.58% | +0.04% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.46% | -0.04% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.44% | +0.15% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.41% | — | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.24% | -0.10% | — | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.11% | +0.24% | — | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.81% | — | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.01% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.78% | -0.09% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.73% | +0.31% | — | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.48% | -0.12% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.04% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.25% | -0.03% | — | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.23% | +0.16% | — | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 1.22% | -0.11% | — | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.13% | +0.10% | — | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.96% | -0.13% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.02% | — | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.75% | -0.09% | — | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.71% | +0.05% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.03% | — | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.59% | -0.20% | — | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.56% | -0.07% | — | |
| 31 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.55% | -0.03% | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | — | — | |
| 33 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.53% | -0.04% | — | |
| 34 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.48% | — | — | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.42% | -0.02% | — | |
| 36 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.39% | +0.06% | — | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | +0.10% | — | |
| 38 | ALLT | Allot Ltd. | Stock-Other | 0.32% | +0.01% | — | |
| 39 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.32% | -0.02% | — | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.05% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.04% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.02% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.08% | — | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.30% | -0.03% | — | |
| 45 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.29% | -0.04% | — | |
| 46 | ARES | Ares Management CORP - A | Stock-Financials | 0.26% | -0.02% | — | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.26% | — | — | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | +0.07% | NEW | |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 50 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.20% | -0.02% | — |
According to official SEC Form 13F filings, Cloud Capital Management, LLC reported a total U.S. public equity portfolio value of $274.1M across 280 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, SCHO, DFAX) accounted for 20.9% of total reported equity market value during Q1 2025.
During Q1 2025, Cloud Capital Management, LLC's top holdings by market value included DFAC (16.1%)、SCHO (9.9%)、DFAX (5.8%). The largest single position, DFAC, represented 16.1% of total portfolio value.
In Q1 2025, Cloud Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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